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Diversified Portfolios, Inc. Top Holdings and 13F Report (2026)

About Diversified Portfolios, Inc.

Investment Activity

  • Diversified Portfolios, Inc. has $1.22 billion in total holdings as of March 31, 2026.
  • Diversified Portfolios, Inc. owns shares of 174 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 4.57% of the portfolio was purchased this quarter.
  • About 2.62% of the portfolio was sold this quarter.
  • This quarter, Diversified Portfolios, Inc. has purchased 181 new stocks and bought additional shares in 50 stocks.
  • Diversified Portfolios, Inc. sold shares of 88 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

JPMorgan Active Bond ETF
$106,861,309
Vanguard Core Bond ETF
$92,444,569

Largest New Holdings this Quarter

47103U845 - Janus Henderson AAA CLO ETF
$1,374,950 Holding
47103U753 - Janus Henderson B-BBB CLO ETF
$1,190,525 Holding
46641Q274 - JPMorgan Short Duration Core Plus ETF
$1,127,727 Holding
61774R841 - Eaton Vance Total Return Bond ETF
$700,350 Holding
92206C813 - Vanguard Long-Term Corporate Bond ETF
$410,960 Holding

Largest Purchases this Quarter

Dimensional US Large Cap Value ETF
148,308 shares (about $5.30M)
Vanguard Core Bond ETF
65,205 shares (about $5.05M)
Dimensional Short-Duration Fixed Income ETF
99,809 shares (about $4.78M)
Nuveen AA-BBB CLO ETF
146,497 shares (about $3.65M)
JPMorgan Active Bond ETF
65,939 shares (about $3.55M)

Largest Sales this Quarter

JPMorgan Ultra-Short Municipal ETF
54,243 shares (about $2.77M)
iShares Global REIT ETF
94,301 shares (about $2.37M)
PIMCO Multi Sector Bond Active ETF
78,345 shares (about $2.05M)
Vanguard Short-Term Bond ETF
25,844 shares (about $2.03M)
Apple
6,488 shares (about $1.65M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDiversified Portfolios, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$146,884,081$200,185 -0.1%457,85412.1%ETF
JPMorgan Active Bond ETF
$106,861,309$3,545,540 3.4%1,987,3788.8%ETF
Vanguard Core Bond ETF
$92,444,569$5,045,563 5.8%1,194,6837.6%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$79,129,934$925,180 -1.2%932,6966.5%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$63,987,902$4,778,856 8.1%1,336,4225.3%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$55,829,705$1,254,262 2.3%1,102,9184.6%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$46,490,249$2,208,457 5.0%576,9453.8%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$32,726,246$5,296,078 19.3%916,4452.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$25,916,598$288,099 -1.1%39,8512.1%Finance
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$24,368,295$1,741,103 7.7%695,4422.0%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$23,698,767$338,126 -1.4%699,9051.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$23,593,429$365,800 1.6%36,1191.9%ETF
Nuveen AA-BBB CLO ETF
$22,635,328$3,652,904 19.2%907,7731.9%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$20,890,050$42,258 -0.2%56,3561.7%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$20,059,953$441,584 -2.2%393,7181.6%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$16,444,384$1,049,648 6.8%57,1831.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$15,075,338$172,320 -1.1%386,9441.2%ETF
Vanguard Core-Plus Bond ETF
$15,002,472$710,639 5.0%193,3581.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$14,739,157$227,396 -1.5%75,1231.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$14,652,695$551,021 3.9%130,5131.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$14,269,047$255,336 -1.8%294,4501.2%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$13,557,588$669,466 -4.7%271,2061.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$13,024,393$205,506 -1.6%122,6981.1%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$12,436,414$2,371,668 -16.0%494,4901.0%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$12,382,328$2,765,308 -18.3%242,8861.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$11,776,881$925,279 8.5%386,1271.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$9,948,184$108,375 -1.1%40,1140.8%Finance
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$9,243,900$2,259,803 32.4%232,6680.8%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$8,558,824$173,228 -2.0%119,3200.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,106,667$99,586 -1.2%18,5600.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$7,896,837$524,070 7.1%71,4840.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,480,369$2,026,422 -21.3%95,4010.6%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7,373,463$1,017,521 16.0%51,7690.6%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$7,351,808$172,358 -2.3%162,9390.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$7,291,318$1,507,364 -17.1%157,8550.6%Manufacturing
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$7,158,866$2,096,727 41.4%143,4930.6%ETF
VanEck CLO ETF stock logo
CLOI
VanEck CLO ETF
$6,462,970$1,045,726 19.3%122,6370.5%ETF
Apple Inc. stock logo
AAPL
Apple
$6,030,259$1,646,577 -21.4%23,7610.5%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$5,969,616$238,069 -3.8%9,6790.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$5,644,990$256,095 4.8%224,9000.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$5,393,392$3,469 -0.1%102,6140.4%Manufacturing
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,238,139$14,530 -0.3%24,5150.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$4,621,270$784,552 -14.5%52,1000.4%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$4,596,966$400,973 -8.0%43,1640.4%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$4,353,140$97,235 -2.2%69,7060.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,101,665$78,886 -1.9%9,6190.3%ETF
Eaton Vance Short Dur Muncpl Inc ETF
$4,077,486$877,120 27.4%81,2410.3%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$3,970,233$282 0.0%84,5630.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,864,151$271,123 -6.6%17,7870.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,782,582$62,888 -1.6%33,4420.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$3,708,948$2,194 -0.1%33,8130.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,285,589$1,232,148 60.0%39,7050.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,266,742$245,637 -7.0%26,2790.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,231,9860.0%21,8230.3%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$3,143,912$2,733,914 666.8%74,4650.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,135,611$104,625 -3.2%44,9550.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$3,007,821$126,753 -4.0%37,9440.2%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$2,997,3370.0%7,3520.2%ETF
JPMorgan Limited Duration Bond ETF
$2,923,005$1,860,782 175.2%56,0070.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,894,494$41,844 -1.4%45,1700.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,847,051$54,567 -1.9%13,6700.2%Retail/Wholesale
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$2,791,781$1,243,536 -30.8%36,1720.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,644,677$134,047 -4.8%39,1630.2%ETF
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$2,610,299$71,523 2.8%105,2540.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,481,853$280,566 12.7%100,2770.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,400,661$59,150 -2.4%4,0180.2%ETF
BLOXX BBB 1-5 YR Core Bond ETF
$2,374,560$456,520 23.8%46,4280.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,207,390$212,510 10.7%24,0880.2%ETF
UMB Financial Corporation stock logo
UMBF
UMB Financial
$2,017,024$363,522 -15.3%17,8830.2%Finance
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$2,005,606$7,484 -0.4%19,8300.2%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,915,279$1,173,206 158.1%27,0100.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,879,982$55,412 3.0%3,2570.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,872,652$50,587 -2.6%2,0360.2%Medical
J P Morgan Mortgage Backed Secs ETF
$1,649,340$477,717 40.8%32,3400.1%ETF
TCW Flexible Income ETF
$1,625,071$401,889 32.9%41,3820.1%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$1,581,4780.0%21,3930.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,543,785$96,625 -5.9%4,1700.1%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,525,5590.0%7,2250.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,521,152$215,913 -12.4%15,1120.1%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$1,493,1840.0%15,9290.1%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$1,465,1120.0%30,8250.1%ETF
VanEck AA-BB CLO ETF
$1,458,554$642,504 78.7%29,1800.1%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$1,431,724$153,646 12.0%26,9020.1%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,405,277$28,290 2.1%24,8370.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,388,196$17,969 1.3%14,2920.1%Finance
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,374,950$1,374,950 New Holding27,2970.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,372,551$64,421 -4.5%4,6660.1%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,328,657$4,540 -0.3%24,5820.1%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,230,671$489,746 -28.5%23,3170.1%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,209,612$10,916 -0.9%1,7730.1%Aerospace
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$1,190,525$1,190,525 New Holding25,5450.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,187,4580.0%2,4780.1%Finance
JSCP
JPMorgan Short Duration Core Plus ETF
$1,127,727$1,127,727 New Holding23,8420.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,118,242$74,821 -6.3%6,5910.1%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$1,064,179$174,210 -14.1%4,8930.1%Medical
Carvana Co. stock logo
CVNA
Carvana
$1,024,879$152,474 17.5%3,2600.1%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,007,519$103,559 -9.3%13,0660.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$974,756$786 -0.1%3,7220.1%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$886,4160.0%18,1160.1%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$878,322$222,916 34.0%7,9000.1%ETF

Showing largest 100 holdings. View all holdings.
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